Financial credentials
- Series 7 Securities License
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
5 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- VP Senior Premier Relationship Manager, BMO, 2024-2025
- Financial Representative, Fidelity Investments, 2023-2024
- Banker, J.P. Morgan Chase, 2021-2023
Education
- BS, Finance, SJSU
Personal interests and affiliations
- US Army Veteran